Joe
Haywood

Sorrento Pacific Financial, LLC

CRD#1441862
Investment Advisor
in San Diego, CA
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About this Advisor

Joe Haywood is a financial advisor operating in San Diego, California, with a total of 18 years in the industry. Haywood is currently employed by Sorrento Pacific Financial, LLC. Throughout their career, they have worked at Fsc Securities, The Retirement Group, LLC and Sorrento Pacific Financial, LLC. Haywood has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in California. Sorrento Pacific Financial, LLC is an advisory company that has its headquarters in San Diego, California. It has offices in 143 locations and a total of 106 employees. It manages $50 million in total assets across its 261 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 261 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Sorrento Pacific Financial, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on the services. However, fee types billed by Sorrento Pacific Financial, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Sorrento Pacific Financial, LLC Brokerage Details

Total Assets Under Management

$49,905,854

CA Average: $7,578,581,321
Total Number of Employees

106

CA Average: 43
Total Number of Accounts

261

CA Average: 3,727
Average Account Size

$191,210

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joe Haywood Work History

Joe has 18 years of experience.

2018 - Present (1 years)

Sorrento Pacific Financial, LLC

2015 - 2018 (3 years)

The Retirement Group, LLC

2000 - 2018 (18 years)

Fsc Securities

Disclosures

Joe Haywood has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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